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Financial Planning Fort Collins’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financial Planning Fort Collins’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
7,854
-147
-2% -$21.7K 0.92% 18
2026
Q1 		$1.16M Buy
8,001
+280
+4% +$38.8K 0.87% 18
2025
Q4 		$1.08M Buy
+7,721
New +$1.07M 0.94% 16

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Planning Fort Collins's SUSA Position: Q2 2026 in Review

Financial Planning Fort Collins reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.8% in Q2 2026, selling an estimated $21.7K and leaving 7,854 shares worth $1.22M. The position accounts for 0.92% of the portfolio, ranked #18.

Financial Planning Fort Collins first reported a position in SUSA in Q4 2025 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Financial Planning Fort Collins held 7,854 shares of iShares ESG Optimized MSCI USA ETF worth $1.22M as of Q2 2026.
  • Financial Planning Fort Collins sold 147 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $21.7K.
  • iShares ESG Optimized MSCI USA ETF made up 0.92% of Financial Planning Fort Collins's portfolio in Q2 2026, its #18 holding.
  • Financial Planning Fort Collins first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Financial Planning Fort Collins's 13F filing for Q2 2026, filed 10 Jul 2026.